Purchases and Sales Made in Q1 2022 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-299- 15.08% |
$75.1K - $85.3K
|
1.68K
$105K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 20.94% |
$75.4K - $85.6K
|
1.13K
$70.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-303- 4.2% |
$76.1K - $86.5K
|
6.91K
$432K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-303- 0.62% |
$76.1K - $86.5K
|
48.6K
$3.04M
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-310- 21.07% |
$77.9K - $88.5K
|
1.16K
$72.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-323- 1.56% |
$81.1K - $92.2K
|
20.4K
$1.28M
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-324- 1.73% |
$81.4K - $92.5K
|
18.4K
$1.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-325- 2.89% |
$81.6K - $92.7K
|
10.9K
$684K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-325- 0.16% |
$81.6K - $92.7K
|
198K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-331- 61.18% |
$83.2K - $94.5K
|
210
$13.1K
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-333- 6.15% |
$83.7K - $95K
|
5.09K
$318K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-335- 1.05% |
$84.2K - $95.6K
|
31.6K
$1.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-337- 21.21% |
$84.7K - $96.2K
|
1.25K
$78.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-339- 5.27% |
$85.2K - $96.7K
|
6.09K
$381K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-340- 3.56% |
$85.4K - $97K
|
9.21K
$576K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-346- 3.24% |
$86.9K - $98.7K
|
10.3K
$648K
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-359Closed |
$90.2K - $102K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-360- 5.69% |
$90.4K - $103K
|
5.97K
$374K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-365- 0.51% |
$91.7K - $104K
|
71.4K
$4.47M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-368- 0.55% |
$92.4K - $105K
|
66.7K
$4.18M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-370- 49.4% |
$92.9K - $106K
|
379
$23.7K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-370- 1.51% |
$92.9K - $106K
|
24.2K
$1.51M
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-379Closed |
$95.2K - $108K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-380Closed |
$95.5K - $108K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-380Closed |
$95.5K - $108K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-380- 29.23% |
$95.5K - $108K
|
920
$57.6K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-385Closed |
$96.7K - $110K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-387- 1.09% |
$97.2K - $110K
|
35.1K
$2.2M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-388- 3.06% |
$97.5K - $111K
|
12.3K
$770K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-388- 5.51% |
$97.5K - $111K
|
6.66K
$417K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-388- 95.33% |
$97.5K - $111K
|
19
$1.19K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-399- 0.32% |
$100K - $114K
|
126K
$7.9M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-401Closed |
$101K - $114K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-403- 15.38% |
$101K - $115K
|
2.22K
$139K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-404- 14.77% |
$101K - $115K
|
2.33K
$146K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-405- 2.31% |
$102K - $116K
|
17.1K
$1.07M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-406- 4.68% |
$102K - $116K
|
8.28K
$518K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-424- 4.07% |
$107K - $121K
|
10K
$626K
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-428- 2.32% |
$108K - $122K
|
18K
$1.13M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-432- 3.07% |
$109K - $123K
|
13.6K
$853K
|
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-433- 16.45% |
$109K - $124K
|
2.2K
$138K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-437- 9.5% |
$110K - $125K
|
4.17K
$261K
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-438- 6.9% |
$110K - $125K
|
5.91K
$370K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-446- 4.8% |
$112K - $127K
|
8.84K
$553K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-452- 19.36% |
$114K - $129K
|
1.88K
$118K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-454- 5.04% |
$114K - $130K
|
8.55K
$535K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-461- 12.99% |
$116K - $132K
|
3.09K
$193K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-462- 1.51% |
$116K - $132K
|
30.1K
$1.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-462- 13.92% |
$116K - $132K
|
2.86K
$179K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-464- 20.91% |
$117K - $132K
|
1.76K
$110K
|